Morris Law Group


Should I share my estate plan with my family?

At the appropriate time and after careful consultation with your attorney, it is important to share some or all the details of your estate plan and be available to answer any questions your family may have.

At Morris Law Group we have found that advisors can share with your children the same information post-death, but it won’t have the same impact as you having the conversation with them.

** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.

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